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Tagged: 8.5.10, CRM, custom fields
- This topic has 3 replies, 2 voices, and was last updated 10 years, 6 months ago by
Steven Zahm.
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AuthorPosts
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02/12/2016 at 4:12 am #364950
Dani Weymouth
ParticipantHello. First, your program is great.
I am trying to decide between using your plugin, PODS, or Podio.
Your plugin does almost everything I think, except I am in need of at latest basic CRM fields like Communication Date, Type, Etc. I have set those up as custom fields, but what I really need is a related table so that I can add in multiple communications. If that isn’t possible, at least a section on the edit page devoted to CRM with those fields already selected (as opposed to having to select them from a dropdown each time.
Suggestions?
02/12/2016 at 9:31 am #365011Steven Zahm
Keymaster@ Dani
If the Custom Fields work for you, except have to choose from the drop down, then maybe this will help. Connections actually support all sorts of custom field types, the text field being just one of them but they do have to be added programmatically.
Hope that helps!
02/12/2016 at 12:36 pm #365024Dani Weymouth
ParticipantLooks like a possibility! Thanks! I will try it this weekend.
Ques: where does the new snippet with the following code go? Functions.php?
02/12/2016 at 12:57 pm #365025Steven Zahm
Keymaster@ Dani
re: where does the new snippet with the following code go? Functions.php?
That’s the last place I recommend putting the code because if you update or change your theme, it’s gone and you’ll have to redo it.
I like the Code Snippets plugin. But the Functionality plugin and Pluginception should do fine too. If you use Pluginception, then I also highly recommend the WP Editor plugin as it makes edit PHP code easier.
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